SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Overview Fund Activity

680 hedge funds and large institutions have $7.08B invested in iShares MSCI EAFE Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 196 increasing their positions, 274 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-26
Holders Change %
-3.68%
% of All Funds
9.86%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
44
Increased
196
Reduced
274
Closed
60
Calls
$798K
Puts
$1.44M
Net Calls
-$646K
Net Calls Change
+$50.7M

Top Buyers

1
Jane Street
Jane Street
New York
$254M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$316M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$457M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M
5
OMC
Old Mission Capital
Illinois
$21.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$175M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$981M
3
WTB
Washington Trust Bank
Washington
$6.39M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
676
MB, Levis & Associates
Pennsylvania
$1.03K – – –
BEI
677
Benjamin Edwards Inc
Missouri
$1K +$1K +23 New
RPCA
678
Running Point Capital Advisors
California
$823 – – –
ANBT
679
American National Bank & Trust
Texas
$760 – – –
AEPWM
680
Atlantic Edge Private Wealth Management
Florida
$760 – – –
OHWP
681
Oak Harbor Wealth Partners
North Carolina
$697 – – –
GWSG
682
GPS Wealth Strategies Group
Colorado
$570 -$507 -8 -47%
HCM
683
Hollencrest Capital Management
California
$443 – – –
HL
684
Harding Loevner
New Jersey
– -$10.3M -166,388 Closed
State Street
685
State Street
Massachusetts
– -$7.25M -117,044 Closed
Brown Advisory
686
Brown Advisory
Maryland
– -$6.45M -104,164 Closed
SFS
687
Solitude Financial Services
Virginia
– -$5.44M -87,812 Closed
AFAS
688
Acorn Financial Advisory Services
Virginia
– -$2.52M -41,439 Closed
MCI
689
MRP Capital Investments
Georgia
– -$3.83M -35,411 Closed
OCFG
690
O'Connor Financial Group
Illinois
– -$1.02M -16,558 Closed
SAG
691
SageView Advisory Group
California
– -$797K -13,159 Closed
MWAM
692
Manhattan West Asset Management
California
– -$672K -10,848 Closed
HF
693
HRT Financial
New York
– -$599K -9,678 Closed
DS
694
DRW Securities
Illinois
– -$596K -9,636 Closed
MFGM
695
Marshall Financial Group (Maryland)
Maryland
– -$526K -8,492 Closed
CWS
696
Confluence Wealth Services
Pennsylvania
– -$515K -8,323 Closed
VWA
697
Visionary Wealth Advisors
Illinois
– -$493K -7,969 Closed
CS
698
Credit Suisse
Switzerland
– -$427K -6,891 Closed
FCM
699
Fortis Capital Management
Washington
– -$410K -6,618 Closed
CW
700
Connectus Wealth
Ohio
– -$406K -6,556 Closed
26 27
28
29 30